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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,172 topics in this forum

  1. QDRO distribution in top heavy determination

    By Guest rewarmus,
    • 5 replies
    • 2.5k views

  2. Participant loan availability conditions

    By Santo Gold,
    • 3 replies
    • 661 views

  3. RMD for 9/30 FYE Plan

    By Basically,
    • 7 replies
    • 1.1k views

  4. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia,   
    • 4 replies
    • 1.1k views

  5. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.2k views

  6. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.8k views

  7. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 707 views

  8. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 654 views

  9. Loan Refinance

    By Madison71,
    • 10 replies
    • 4.6k views

  10. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.4k views

  11. RMD Beginning Date - owner only plan + Plan Terminating

    By Basically,
    • 1 reply
    • 468 views

  12. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 467 views

  13. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.5k views

  14. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 664 views

  15. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.2k views

  16. Transfer of Loan from one 401k plan to another.

    By Vlad401k,
    • 1 reply
    • 444 views

  17. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

  18. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

    By Vlad401k,
    • 3 replies
    • 2k views

  19. RMD for 2020 was suspended. When is "first" RMD due?

    By BG5150,
    • 1 reply
    • 949 views

  20. pooled plan added immediate payouts... with expected results

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  21. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 750 views

  22. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 525 views
    • JOH
    • JOH

  23. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 395 views

  24. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 3k views

  25. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 579 views

  26. CRD Coronavirus Related Distribution not adopted but paid a few

    By cjdwyer1,   
    • 20 replies
    • 1.8k views

  27. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 831 views

  28. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 364 views
    • BTG
    • BTG

  29. RMD Required for now less than 5% owner?

    By Dougsbpc,
    • 4 replies
    • 932 views

  30. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  31. Search service

    By Bird,
    • 7 replies
    • 1k views

  32. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  33. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.2k views

  34. Payroll date last day of month, deposit next month, default date?

    By TPApril,
    • 7 replies
    • 892 views

  35. Force-out of "lost partiicpants" in ongoing plan

    By BG5150,
    • 3 replies
    • 869 views
    • JOH
    • JOH

  36. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 944 views

  37. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 943 views

  38. Can an employee ask sponsor to stop loan repay?

    By BG5150,
    • 1 reply
    • 534 views

  39. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 1.9k views

  40. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 1k views

  41. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 990 views

  42. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 4k views

  43. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.3k views

  44. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.1k views

  45. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 1k views

  46. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 2k views

  47. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 2k views

  48. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 888 views

  49. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 852 views

  50. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 525 views
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